Changes

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Deprecated the '''Special - Password Protected Text ''' type custom field as it is using outdated encryption methodology that is no longer secure. The current custom fields will continue to work as before, but you will not be able to create new fields of this type.

Updated the arrangement of options within the action menu bar for improved organization and ease of use of the menu. The previous '''Options ''' menu has been separated and grouped into three new menus '''Actions''', '''Tools''', and '''Logs ''' in order to better separate the type of functions that you can perform for a record. Some functions have been migrated into the pre-existing '''New ''' menu, and the '''New ''' menu has been swapped in position with the Edit/View action.

Updated the list of available currencies, as well as behaviour of select input for various currency selectors throughout both admin configuration pages, a as well as end user interface pages. Currency fields, including the UTA Level 1 '''Currency ''' standard field, have been updated to a more recent listing of global currencies. The field has been updated to show you both the currency code as well as full name of the currency, also now allows you to search on either text, and lastly the sorting has been updated to be fully sorted alphabetically. The stored value of the field will remain the same, and it is only the display value seen on screen that has been updated. Note, that the currency for French Canadian has also been removed from the list, as this should instead be determined by a combination of Canadian currency, and the user's language and address locale.

Updated the visibility of SmartFolders to always be visible to users that possess the '''SmartFolders - Manager ''' this permission is found under '''System Feature Permissions''' > '''Action Permission'''. Previously, users with this manager role were still able to access SmartFolders regardless of what role permissions were set on the SmartFolder, however the SmartFolder interface was not correctly displaying these folders as visible. An update has been made to correct this so that the SmartFolder interface now correctly shows all folders as visible since SmartFolder Manager users already had access to these. The effect is that SmartFolder Manager users may now see more SmartFolders in their list than they did previously since they have the access to modify all folders.

New '''Compact ''' Mode introduced for users who wish to view and work with more information on screen. This setting is labelled Enable/Disable Compact '''Display Density''', and is found under the user menu '''User Menu''' at the top right of the header, and then '''Personal Settings'''. Within the '''Display''' tab you can switch to a compact display density. This will improve the amount of workspace for users that are comfortable with a higher density of information on screen. This was designed with staff and power users in mind that work day to day with lists and large forms. Also, some minor updates have been made to the interface for all users to create more screen real estate. Specifically, the spacing and font sizing in the top header bar has been slightly reduced to grant you more usable screen real estate.

[[File:2020-07-ticket-110413-2.png|thumb|none|500px|List view with compact display density on where you can see twice as many records per page.]]

Changed the variable replacement of '''Display - Image ''' custom fields. Previously, when this type of custom field was referenced from a list syntax in the variable processor, e.g. using '''[#(?object=)#]''', the path to the thumbnail image was returned. The variable processor has been updated to instead return the path to the original image, and a new syntax has been created to reference the thumbnail version. Specifically, '''Display - Image ''' custom fields that were referenced in a list syntax, like '''[#(?object=) $field.value$#]''', used to return the path to the thumbnail image. This will instead return the path to the full image after this upgrade, and if you wish to reference the thumbnail you can do so with new syntax like '''$field.thumbnail$'''. This may impact the size of file, and result in larger files, for any documents that you currently generate that reference these fields in this manner.

Updated the '''System Configuration Lock ''' feature to no longer require a static password to lock or unlock the system, but rather just verify the user's current account password. As this feature is only available to Global Administrators via the '''Global Settings''', we've removed the requirement for a static password for ease of use, as this was never designed as a security feature but rather as an added confirmation before locking or unlocking the system.

Enhanced the '''Password and And Activation Policies''' settings pages for improved navigation, ease of use, as well as stronger default security settings. The interface for these pages has been updated in line with a left navigation menu. Some settings now have updated labels, and descriptions, and may have been re-organized between tabs to be more intuitive to find. The password policy and complexity has been updated in order to easily configure your password complexity requirement. Previously, the password complexity would be a compiled logic statement, which can still be made via a custom policy, however now by default the password complexity is a set of toggles and options that is easy to both set as well as read. Also, with the new '''Default ''' password complexity type, we've updated the interface to validate a user's password as they type to provide a better user experience when updating their password. We encourage you to review your password complexity settings and easily switch over to the new '''Default ''' complexity type. Please note that the options for minimum character requirement have been updated from a minimum of 6 instead up to 8 characters now.

Updated personal dashboards with the ability for you to link aggregate shortcuts and charts to list views. Users with personal dashboards will now find the '''Link to List View ''' option available to them when editing a aggregate-shortcut in a card set to the type item of '''Aggregate''' in their dashboard.

Updated personal list views with the ability to bulk download file attachments. Introduced the option to '''Enable File Download ''' when editing a personal list view.

Updated the global list of email templates to include configured email templates from more system areas. This list can be found in '''Global Settings ''' -> '''Communications ''' -> '''System Emails ''' and conveniently displays a list of all the email templates configured throughout the system, allowing you to easily review and update these as necessary from this central list.

====Extended the Standard Rich Text Editor for all Email Template Configuration====

====Extended Display of Record Type and Status Colour Color to Provider/Consumer List Views====Extended more base functionality for Provider/Consumer list views to display '''type ''' and '''status ''' colours for the records listed, as well as advanced search functionality.

Added additional fields available to Batch Update in List Views. You can now use Batch Update to update certain standard fields such as UTA record '''Start Date''', and '''End Date'''.

Extended the copy function for the configuration of UTA types and statuses. You now have the ability to copy an existing type or status and its current settings in order to create similar types and statuses faster. This option will appears as a '''Save As ''' button when viewing an existing type or status.

Updated the '''Notes ''' panel with an option for you to select the order to list the Notes in, either newest '''Newest to oldest Oldest''' or oldest '''Oldest to newestNewest'''.

New personal setting for users to opt out of system emails. When set, this will prevent the system from sending any emails to the user where they are the main recipient in the '''TO ''' field. Note that this will prevent the email from being sent entirely so any other parties in the email CC will also not receive the email. Also, this setting does not affect the sending of emails where the user is included in the email CC, password resets, or manually constructed emails such as Group Emails.

Fixed an issue with the visibility of the personal settings '''Personal Settings''' link to now correctly be hidden from the user menu '''User Menu''' in the top menu bar if the Visibility Permission for hiding the user settings menu is true. The setting to hide the Personal Settings Link can be found under '''System Visibility Permissions''' > '''User Logic''' > '''Hide Settings Menu'''.

New Title Bar Anchor Navigation feature allows you to display a navigation pane on forms that allows users to easily navigate between various titled sections of a form. The setting has been introduced as a global instance-wide setting found in '''Global Settings ''' -> '''Branding''', and when enabled will manifest a navigation pane with links to the various '''Title Bar ''' custom fields that you have configured on your forms.

New Form Completion Indicator feature allows you to display the current percentage completion of a form as the user fills it out. The setting can be configured granularly for UTA records, users, or organizations, for example in the UTA Settings -> Level 1 Settings -> you can define the user roles that see this indicator, and for which record types and statuses. This provides end users with a visual estimate of how much work they've completed and how much is left. This feature will automatically calculate the percentage complete based on the number of fields available for input by the user, and indicates both the overall form completion as well as per section as defined by fields contained within each custom field of type '''Layout - Tabbed Section'''. You may even adjust the default weighting of each '''Layout - Tabbed Section ''' against the overall form completion. In regards to the total completion value this is calculated based on the total number of fields that need to be filled in. For example, if you had two tabs with 5 questions in each tab, the total completion percentage would be (5+5)/10. If you changed the weighting of the first tab from 1 to 2, the total value complete percentage would be [(2x5)+5]/15. Note the total complete percentage is based on all fields you can fill in both mandatory (required) or optional.

New ability to configure a duplicate check across columns within the sections of a '''Advanced Data Table ''' custom field. This setting will allow you to enforce uniqueness across the rows of a section. You can select one or more columns to include in this by toggling the '''Enable Duplicate Check ''' setting per column.

New option in the '''Special - Linked Record List ''' custom field type to be able to connect to contact invitations. You can now have a greater ability to configure the display, and access to invitations.